_ Money Matters Creating Holidays with Meaning: Tips to Spend Less, Enjoy More in the COVID Era By Sondra Forsyth article Among predictions for the 2020 holiday season, the pandemic is expected to set new records for e-commerce while straining delivery … Read More→
_ Retirement Aging & Financial Fragility: How Seniors Can Use Their Experience to Survive & Thrive Through Giving By Sondra Forsyth article “Good judgement comes from experience…unfortunately experience comes through bad judgement.” These words of wisdom came from my father, a depression … Read More→
_ Retirement 4 Key Lessons Crisis Teaches Us About Retirement By Sondra Forsyth article Over the past couple months, many investors have become worried about the future of their retirement plans. Between health concerns, … Read More→
_ Money Matters Shelter from the Financial Storm By Sondra Forsyth article As you approach and then enter retirement, it’s wise to gradually shift much of your savings into vehicles that guarantee … Read More→
_ Retirement Income Annuities Provide Invaluable Longevity Insurance but Are Still Underused By Sondra Forsyth article Few adults would go without auto, home, life or health insurance. But the kind of insurance that protects against the … Read More→
_ Money Matters A Year-End Checkup for Long-Term Financial Success in 2020 and Beyond By Sondra Forsyth article As 2019 wraps up and 2020 approaches, it’s a great time to make sure your savings and investments are aligned … Read More→
_ Retirement Ready to Retire? 5 Steps for Getting a Good Night’s Sleep After the Paychecks Stop By Sondra Forsyth article Those early days of retirement can be exciting as you are finally rewarded with a little rest and relaxation after … Read More→
_ Money Matters Pension or Lump Sum? Compare Payouts before You Decide By Jane Farrell article About half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→
_ Retirement Are You So Focused on Retirement That You Are Missing Out on Your Life? By Sondra Forsyth article Mary and Pete saved every penny for retirement. They never went on vacations, they rarely went out to eat, and … Read More→
_ Money Matters Spring Savings Tips to Plant a Prosperous Future By Sondra Forsyth article Two-thirds of Americans are limiting their spending each month, and among those 36 percent are doing it to save more … Read More→
_ Money Matters 3 Signs that It's Time to Break Up with Your Life Insurance Agent By Jane Farrell article Trust and communication are key to any successful relationship, especially when it comes to managing your money. It’s a good … Read More→
_ Money Matters Cut Your Taxes in 2019 and Beyond By Sondra Forsyth article January is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→
_ Money Matters Mutual Fund Managers: No More Rock Stars By Jane Farrell article The era of celebrity mutual fund managers is over. A few titans retired with their reputations intact, but many have … Read More→
_ Money Matters 3 Reasons to Consider Reducing the Risk In Your Retirement Portfolio By Sondra Forsyth article Disturbed by recent ups and down in the stock market? If you’re an older investor, that may mean it’s time … Read More→
_ Money Matters Is Your Universal Life Insurance Policy about to Crash? What to Do If It Is. By Sondra Forsyth article If you’re stuck with a failing universal life insurance policy, what should you do? People who bought these policies in … Read More→
_ Money Matters Guidelines to Draft a Harmonious Prenuptial Agreement By Sondra Forsyth article Not every couple needs a prenuptial agreement, but some do. I recommend a prenup when: One or both partners already … Read More→
_ Money Matters Retirement Is an Annuity a Good Choice for You? Here are the Questions to Ask By Sondra Forsyth article Annuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income. But they’re not … Read More→
_ Money Matters With Outlook for Stocks Dicey, Investors—Especially Older Ones—Need Ballast in their Portfolio By Sondra Forsyth article A short-term downturn isn’t the only risk of investing in stocks. They can underperform for a decade or longer. The … Read More→